iShares ESG Select Screened S&P Small-Cap ETF (XJR) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
iShares ESG Select Screened S&P Small-Cap ETF (XJR) trades at $51.65 with AI Score 47/100 (Grade C). The iShares ESG Select Screened S&P Small-Cap ETF (XJR) aims to mirror the investment performance of an… Market cap: $158M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for XJR: XJR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates XJR against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
XJR: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
iShares ESG Select Screened S&P Small-Cap ETF (XJR) Financial Services Profile
iShares ESG Select Screened S&P Small-Cap ETF (XJR) offers investors exposure to U.S. small-cap equities while adhering to specific ESG criteria, screening out companies involved in controversial business activities. With a market cap of $158M and a beta of 1.20, XJR provides a screened investment option within the asset management sector.
What Is the Investment Thesis for XJR?
The iShares ESG Select Screened S&P Small-Cap ETF (XJR) presents a compelling investment option for investors seeking exposure to the U.S. small-cap equity market while adhering to ESG principles. With a beta of 1.20, XJR offers market-linked performance with a focus on socially responsible investing. The fund's growth is tied to the increasing demand for ESG-focused investment products, which are gaining traction among both institutional and retail investors. Key value drivers include the fund's ability to attract investors seeking to align their investments with their values and the potential for increased inflows as ESG investing becomes more mainstream. A potential catalyst is the growing regulatory focus on ESG disclosures, which could further drive demand for ESG-screened investment options like XJR. However, potential risks include the possibility of underperformance relative to non-ESG-screened small-cap indices and the potential for changes in ESG screening methodologies.
Based on FMP financials and quantitative analysis
XJR Key Highlights
Market Cap: $0.12 billion, indicating its size within the small-cap ETF market.
- Beta: 1.20, reflecting its volatility relative to the broader market.
- ESG Screening: Applies screens for company involvement in controversies and controversial business activities, appealing to socially responsible investors.
- Index Tracking: Seeks to track the investment results of an index composed of small-capitalization U.S. equities.
- Dividend Yield: None, as the ETF does not distribute dividends.
Who Are XJR's Competitors?
XJR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BMVP Invesco Bloomberg MVP Multi-factor ETF | $54.91 | +0.00% | $103M | 49 |
| CNBS Amplify Seymour Cannabis ETF | $27.55 | -1.32% | $93.2M | 44 |
| FLJH Franklin FTSE Japan Hedged ETF | $45.20 | +0.14% | $181M | 47 |
| JPXN iShares JPX-Nikkei 400 ETF | $101.14 | -0.48% | $135M | 47 |
| RAFE PIMCO RAFI ESG U.S. ETF | $49.95 | -0.97% | $165M | 47 |
| WHF WhiteHorse Finance, Inc. | $7.26 | +2.98% | $156M | 90 |
| GGT The Gabelli Multimedia Trust Inc. | $4.11 | -0.24% | $172M | 68 |
| MPV Barings Participation Investors | $16.40 | -1.44% | $177M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are XJR's Key Strengths?
Established brand recognition as part of the iShares family.
- Clear ESG screening methodology.
- Diversified portfolio of small-cap equities.
- Low expense ratio.
What Are XJR's Weaknesses?
Potential for underperformance compared to non-ESG-screened indices.
- Limited flexibility in investment selection due to index tracking.
- Dependence on the accuracy and effectiveness of ESG data.
What Could Drive XJR Stock Higher?
Increasing investor demand for ESG investments.
- Potential regulatory changes favoring ESG disclosures.
- Growing awareness of the financial benefits of ESG investing.
What Are the Key Risks for XJR?
Underperformance compared to non-ESG-screened indices.
- Changes in ESG screening methodologies.
- Economic downturn affecting the small-cap market.
- Competition from other ESG ETFs.
What Are the Growth Opportunities for XJR?
- Increased Adoption of ESG Investing: The growing awareness and adoption of ESG investing principles present a significant growth opportunity for XJR. As more investors, both institutional and retail, seek to align their investments with their values, the demand for ESG-screened ETFs like XJR is expected to increase. This trend is supported by increasing regulatory focus on ESG disclosures and the growing recognition of the potential for ESG factors to impact financial performance.
- Expansion of ESG Screening Criteria: XJR has the opportunity to expand its ESG screening criteria to incorporate additional factors and address emerging ESG issues. By continuously refining its screening methodology, XJR can enhance its appeal to investors seeking more comprehensive ESG solutions. This could involve incorporating metrics related to climate change, diversity and inclusion, and corporate governance. The expansion of ESG screening criteria can also help XJR differentiate itself from competitors and attract a wider range of investors.
- Development of New ESG-Focused Products: Building on its existing ESG ETF, iShares can develop new ESG-focused products that cater to different investment objectives and risk profiles. This could include ETFs that focus on specific ESG themes, such as clean energy or sustainable agriculture, or ETFs that incorporate different ESG strategies, such as impact investing or thematic investing. By expanding its product line, iShares can capture a larger share of the growing ESG market and meet the diverse needs of ESG investors.
- Strategic Partnerships and Collaborations: XJR can pursue strategic partnerships and collaborations with organizations that are focused on promoting ESG investing. This could involve partnering with ESG research firms, advocacy groups, or industry associations to enhance its ESG expertise and credibility. Strategic partnerships can also help XJR reach new investors and expand its distribution network. By collaborating with other organizations, XJR can strengthen its position as a leader in ESG investing.
- Geographic Expansion: While XJR currently focuses on U.S. equities, there is an opportunity to expand its ESG screening approach to other geographic regions. This could involve launching new ESG ETFs that track indices in developed or emerging markets, applying similar ESG screens to exclude companies involved in controversies and controversial business activities. Geographic expansion can help XJR diversify its investment offerings and tap into the growing demand for ESG investing in other parts of the world.
What Are XJR's Competitive Advantages?
- Brand recognition as part of the iShares family of ETFs.
- Established ESG screening methodology.
- Diversified portfolio of small-cap equities.
- Low expense ratio compared to actively managed ESG funds.
What Does XJR Do?
The iShares ESG Select Screened S&P Small-Cap ETF (XJR) is designed to provide investors with exposure to the U.S. small-capitalization equity market while adhering to specific environmental, social, and governance (ESG) principles. The ETF tracks the investment results of an index composed of small-cap U.S. equities, applying screens to exclude companies involved in controversies and controversial business activities. This screening process aims to align investments with ESG values, appealing to investors seeking socially responsible investment options. The fund's investment strategy focuses on replicating the performance of its underlying index, offering a diversified portfolio of small-cap stocks that meet the defined ESG criteria. By excluding companies involved in activities such as controversial weapons, tobacco, and thermal coal, XJR provides a screened investment approach. The ETF's holdings reflect a broad range of sectors within the small-cap market, providing exposure to various industries and companies. As part of the iShares family of ETFs, XJR benefits from BlackRock's extensive experience in asset management and ETF administration. The fund is designed to be a cost-effective and transparent way for investors to access the small-cap equity market while incorporating ESG considerations into their investment decisions. XJR's market capitalization is $0.12 billion, reflecting its position within the broader ETF landscape.
What Products and Services Does XJR Offer?
- Tracks the investment results of an index composed of small-capitalization U.S. equities.
- Applies environmental, social, and governance (ESG) screens to its investment selection.
- Excludes companies involved in controversies and controversial business activities.
- Provides investors with exposure to the U.S. small-cap equity market.
- Offers a socially responsible investment option.
- Replicates the performance of its underlying index.
How Does XJR Make Money?
- Generates revenue through management fees charged to investors.
- Tracks an index of U.S. small-cap equities.
- Applies ESG screens to select investments.
- Offers a transparent and cost-effective way to access the small-cap market.
What Industry Does XJR Operate In?
The asset management industry is experiencing significant growth in ESG-focused investment products, driven by increasing investor demand for socially responsible investing. ETFs like XJR are positioned to capitalize on this trend by offering screened exposure to specific market segments. The competitive landscape includes both broad-market ETFs and specialized ESG funds, with firms like BMVP and CNBS offering alternative investment options. The market for ESG ETFs is projected to continue growing as investors increasingly prioritize environmental and social factors in their investment decisions.
Who Are XJR's Key Customers?
- Individual investors seeking socially responsible investments.
- Institutional investors with ESG mandates.
- Financial advisors looking to offer ESG investment options to their clients.
- Pension funds and endowments with ESG considerations.
iShares ESG Select Screened S&P Small-Cap ETF (XJR) Valuation Context
Valued at $158M, XJR is classified as a micro-cap stock. Relative to its peer group, XJR's quantitative score of 47/100 is roughly in line with the peer average of 47/100.
Key Financial Metrics
Return on equity for iShares ESG Select Screened S&P Small-Cap ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. XJR trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
XJR Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the ETF's long-term growth, indicating a belief in the underlying small-cap companies.
- Community sentiment has shown a positive shift, with discussions highlighting the increasing demand for ESG investments as consumers prioritize sustainability.
- Market perception is leaning towards small-cap stocks benefiting from economic recovery, fostering optimism about the ETF's potential performance.
- Recent regulatory developments favoring ESG criteria may enhance the attractiveness of the ETF, drawing in more socially conscious investors.
Bear Case
- Concerns about inflation and rising interest rates could dampen investor enthusiasm for small-cap stocks, impacting the ETF's performance.
- Negative sentiment in some trading communities reflects skepticism about the short-term viability of small-cap stocks amidst market volatility.
- Some analysts warn that the ETF's focus on ESG may limit diversification, potentially leading to underperformance compared to broader indices.
- Recent market corrections have caused caution among investors, leading to a more bearish outlook on small-cap equities in the current climate.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
XJR Latest News
No recent news available for XJR.
XJR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for XJR.
Price Targets
Wall Street price target analysis for XJR.
XJR MoonshotScore
What does this score mean?
The MoonshotScore rates XJR 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About XJR (Financial Services)
What does the AI Score mean for XJR?
XJR holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The iShares ESG Select Screened S&P Small-Cap ETF (XJR) aims to mirror the investment performance of an index comprising U.S. small-cap equities. It applies environmental, social, and governance …
What does iShares ESG Select Screened S&P Small-Cap ETF do?
The iShares ESG Select Screened S&P Small-Cap ETF (XJR) aims to replicate the investment results of the S&P SmallCap 600 index while applying ESG screens. This means the fund invests in a diversified portfolio of U.S. small-cap companies that meet specific environmental, social, and governance criteria.
What are the main risks for XJR?
The main risks for XJR include the potential for underperformance compared to non-ESG-screened small-cap indices, as the ESG screening process may limit the investment universe. Changes in ESG screening methodologies could also impact the fund's composition and performance. Additionally, economic downturns affecting the small-cap market could negatively impact XJR's returns. Competition from other ESG ETFs and potential for greenwashing or misrepresentation of ESG practices are also ongoing risks.
What are the key factors to evaluate for XJR?
iShares ESG Select Screened S&P Small-Cap ETF (XJR) holds an AI score of 47/100 (low). The iShares ESG Select Screened S&P Small-Cap ETF (XJR) presents a compelling investment option for investors seeking exposure to the U.S. Not financial advice.
How frequently does XJR data refresh on this page?
XJR's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven XJR's recent stock price performance?
iShares ESG Select Screened S&P Small-Cap ETF (XJR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established brand recognition as part of the iShares family. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider XJR overvalued or undervalued right now?
iShares ESG Select Screened S&P Small-Cap ETF (XJR) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research XJR before investing?
Before investing in iShares ESG Select Screened S&P Small-Cap ETF (XJR), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding XJR to a portfolio?
Key strength of iShares ESG Select Screened S&P Small-Cap ETF (XJR): Established brand recognition as part of the iShares family. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for XJR, limiting the depth of the analysis.
- The analysis is based on publicly available information and may not reflect all relevant factors.